Filed January 13, 2016 (most recent of 4 filings on file)
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,002 | $148,978-24.1% | $200,582-43.7% | $84,808+33.2% |
| Participation rate | 91.5% | 84.2%+7.3pp | 86.9%+4.7pp | 68.3%+23.2pp |
| Annual return | 17.19% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,570 | $4,815-25.9% | $6,419-44.4% | $2,631+35.7% |
| Participant deferral / active EE | $9,141 | $7,142+28.0% | $9,331-2.0% | $4,212+117.0% |
| Admin fee / account holder | $2,983 | $13,977-78.7% | $16,305-81.7% | $7,344-59.4% |